Burt Wealth Advisors’s SLB Ltd SLB Stock Holding History

Burt Wealth Advisors’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-600	Closed	-$24K	–	349
2019 Q2	$24K	Hold	600	–	–	0.01%	221
2019 Q1	$26K	Hold	600	–	–	0.01%	219
2018 Q4	$22K	Sell	600 -574	-49%	-$28.3K	0.01%	228
2018 Q3	$72K	Hold	1,174	–	–	0.03%	159
2018 Q2	$79K	Hold	1,174	–	–	0.04%	145
2018 Q1	$76K	Hold	1,174	–	–	0.04%	148
2017 Q4	$79K	Sell	1,174 -100	-8%	-$6.48K	0.05%	146
2017 Q3	$89K	Hold	1,274	–	–	0.06%	132
2017 Q2	$83K	Hold	1,274	–	–	0.06%	133
2017 Q1	$99K	Sell	1,274 -175	-12%	-$14.3K	0.07%	112
2016 Q4	$122K	Buy	1,449 +175	+14%	+$14.3K	0.11%	100
2016 Q3	$100K	Sell	1,274 -275	-18%	-$21.8K	0.11%	99
2016 Q2	$122K	Sell	1,549 -10	-0.6%	-$767	0.14%	86
2016 Q1	$115K	Buy	1,559 +234	+18%	+$16.5K	0.1%	95
2015 Q4	$92K	Sell	1,325 -50	-4%	-$3.74K	0.07%	108
2015 Q3	$94K	Buy	1,375 +75	+6%	+$5.94K	0.12%	99
2015 Q2	$112K	Buy	1,300 +200	+18%	+$18K	0.12%	99
2015 Q1	$92K	Hold	1,100	–	–	0.09%	99
2014 Q4	$94K	Buy	+1,100	New	+$101K	0.1%	102

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Burt Wealth Advisors's SLB Position: Q3 2019 in Review

Burt Wealth Advisors sold out of SLB Ltd (SLB) in Q3 2019, closing a stake of 600 shares — an estimated $24K sold.

Burt Wealth Advisors first reported a position in SLB in Q4 2014 and held it in 19 quarters. The position peaked at $122K in Q4 2016. 1,299 funds tracked by Wall St. Rank hold SLB as of Q3 2019.

Burt Wealth Advisors reported no remaining SLB Ltd position as of Q3 2019 after selling out during the quarter.
Burt Wealth Advisors sold 600 SLB Ltd shares in Q3 2019, an estimated $24K.
Burt Wealth Advisors first reported a position in SLB Ltd in Q4 2014 and held it in 19 quarters.
Burt Wealth Advisors's SLB Ltd position peaked at $122K in Q4 2016.
1,299 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2019.

Based on Burt Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.